In this role, you will be responsible to develop a perspective on specific client situations in order to proactively and effectively select and recommend solutions that could resolve their issues and meet their objectives.

In this role, you will be responsible to conduct investment reviews with prospects and clients to determine or validate current investment objectives and prepare recommendations of appropriate investment products.

The Vice President of Sales and Marketing will have the overall responsibility for the organizations sales and marketing activities; this includes development of the strategic blueprint to ensure the organization has the necessary strategies, tactical plans, support infrastructure and personnel to achieve its strategic revenue and market growth goals.